Back to LPL Financial LLC LPL Financial LLC

SIZESIZE
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 32,943 shares of SIZE (ISHARES TR), worth $5.9M as of 2026-Q2. The position was decreased (-9.9% shares). SIZE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$5.9M

Current Shares

32,943

Total Value Change

+$5M

Total Shares Change

+20,926

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
32,943
-9.9%
$5.9M0.0%$178.28
0
2026-Q1
Increased
36,567
+3.4%
$5.8M0.0%$167.07
28
2025-Q4
Decreased
35,368
-27.9%
$5.7M0.0%$163.80
0
2025-Q3
Increased
49,030
+174.1%
$7.9M0.0%$159.28
44
2025-Q2
Increased
17,891
+2.8%
$2.8M0.0%$152.29
27
2025-Q1
Decreased
17,406
-2.9%
$2.5M0.0%$142.79
0
2024-Q4
Decreased
17,922
-11.3%
$2.7M0.0%$145.92
0
2024-Q3
Decreased
20,203
-7.3%
$3M0.0%$145.60
0
2024-Q2
Decreased
21,803
-2.4%
$3M0.0%$134.25
0
2024-Q1
Decreased
22,330
-5.3%
$3.2M0.0%$138.47
0
2023-Q4
Decreased
23,593
-2.9%
$3.1M0.0%$127.83
0
2023-Q3
Decreased
24,285
-28.3%
$2.9M0.0%$113.39
0
2023-Q2
Decreased
33,858
-9.7%
$4.2M0.0%$117.09
0
2023-Q1
Decreased
37,511
-5.7%
$4.4M0.0%$110.99
0
2022-Q4
Decreased
39,776
-5.2%
$4.5M0.0%$108.54
0
2022-Q3
Decreased
41,946
-2.7%
$4.4M0.0%$100.19
0
2022-Q2
Decreased
43,108
-3.9%
$4.7M0.0%$105.03
0
2022-Q1
Increased
44,855
+14.0%
$5.8M0.0%$124.59
31
2021-Q4
Decreased
39,358
-0.4%
$5.4M0.0%$129.26
0
2021-Q3
Decreased
39,531
-1.4%
$5M0.0%$120.97
0
2021-Q2
Increased
40,109
+18.8%
$5.2M0.0%$120.85
32
2021-Q1
Increased
33,771
+27.9%
$4.1M0.0%$111.28
33
2020-Q4
Decreased
26,400
-0.4%
$2.9M0.0%$102.64
0
2020-Q3
Decreased
26,513
-19.1%
$2.5M0.0%$86.34
0
2020-Q2
Decreased
32,767
-94.0%
$2.9M0.0%$79.44
0
2020-Q1
Decreased
543,604
-33.9%
$38.8M0.1%$66.67
0
2019-Q4
Increased
822,266
+7047.6%
$80.1M0.1%$88.43
57
2019-Q3
Decreased
11,504
-2.5%
$1M0.0%$81.97
0
2019-Q2
Decreased
11,804
-1.6%
$1.1M0.0%$82.28
0
2019-Q1
Decreased
12,000
-0.1%
$1.1M0.0%$79.18
0
2018-Q4
New
12,017
-
$921,0000.0%$68.05
35

Other major holders of SIZE: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used